Legit CRT-251 Exam Download

Setting obtainable metrics, goals, and milestones for the deadline is the best way to meet the requirement of tracking accounts, contacts, and opportunities before the global conference in 4 months. Metrics are measures of performance or progress that can be quantified and tracked. Goals are desired outcomes or results that can be achieved by following a plan or strategy. Milestones are significant events or stages that mark the completion of a part of a project or a goal. By setting obtainable metrics, goals, and milestones for the deadline, the consultant can ensure that the Sales Cloud implementation is realistic, manageable, and aligned with the client’s expectations and needs.

To set sales quotas for all sales reps, the consultant should consider the following solutions:

Enable Forecast Quotas from Setup. This allows the administrator to enable quotas for users and assign them to forecast types.

Use the API. This allows the administrator to import quota data from external sources using SOAP or REST API calls.

Use Data Loader. This allows the administrator to import quota data from CSV files using a graphical user interface.

Einstein Activity Capture is a solution that automatically syncs emails and events between a user’s email and Salesforce without requiring any software to be installed on the user’s computer, making it compatible with CK's policy. It works with Office 365 and ensures that important customer emails are logged as records related to Contacts in Salesforce, providing an efficient and policy-compliant solution.

References:

Einstein Activity Capture Overview

Set Up Einstein Activity Capture

Selecting the Split View option from the ‘My Opportunities’ list view can help sales reps see all of their current opportunities and their full details with a minimal amount of navigation or clicks. The Split View option displays a collapsible panel on the left side of the screen that shows a list of records, such as opportunities, and a main panel on the right side that shows the details of a selected record. Sales reps can easily switch between different records by clicking on them in the left panel, without leaving or refreshing the page.